Ratings for LPL Finl Hldgs LPLA were provided by 8 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 0 | 3 | 5 | 0 | 0 |
| Last 30D | 0 | 0 | 1 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 0 | 0 |
| 2M Ago | 0 | 0 | 1 | 0 | 0 |
| 3M Ago | 0 | 3 | 3 | 0 | 0 |
Insights from analysts' 12-month price targets are revealed, presenting an average target of $257.38, a high estimate of $290.00, and a low estimate of $224.00. Witnessing a positive shift, the current average has risen by 0.15% from the previous average price target of $257.00.
Interpreting Analyst Ratings: A Closer Look
The analysis of recent analyst actions sheds light on the perception of LPL Finl Hldgs by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Bill Kirk | TD Cowen | Announces | Market Perform | $224.00 | - |
| Charles Bendit | Redburn Atlantic | Announces | Neutral | $240.00 | - |
| Michael Cyprys | Morgan Stanley | Lowers | Equal-Weight | $252.00 | $260.00 |
| Jeremy Campbell | Barclays | Lowers | Overweight | $265.00 | $277.00 |
| Michael Cyprys | Morgan Stanley | Raises | Equal-Weight | $260.00 | $243.00 |
| Michael Cho | JP Morgan | Raises | Neutral | $251.00 | $230.00 |
| Devin Ryan | JMP Securities | Maintains | Market Outperform | $290.00 | - |
| Jeremy Campbell | Barclays | Raises | Overweight | $277.00 | $275.00 |
Key Insights:
- Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to LPL Finl Hldgs. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of LPL Finl Hldgs compared to the broader market.
- Price Targets: Analysts predict movements in price targets, offering estimates for LPL Finl Hldgs's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of LPL Finl Hldgs's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
Stay up to date on LPL Finl Hldgs analyst ratings.
About LPL Finl Hldgs
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2022, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets.
Unraveling the Financial Story of LPL Finl Hldgs
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Positive Revenue Trend: Examining LPL Finl Hldgs's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 16.61% as of 30 September, 2023, showcasing a substantial increase in top-line earnings. When compared to others in the Financials sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: LPL Finl Hldgs's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 8.89%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): LPL Finl Hldgs's ROE stands out, surpassing industry averages. With an impressive ROE of 10.65%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.38%, the company showcases effective utilization of assets.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.61.
Analyst Ratings: Simplified
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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